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Wellspent public graph/Who advisors serve/High earners
Who they serve

Fee-only advisors for high earners

High-earner households typically have the income to build wealth rapidly and the tax exposure to lose a meaningful share of it without coordination. Specialties most relevant here include multi-year tax planning, DAF strategy, equity-comp timing, and asset-location decisions.

By the numbers

The Wellspent public graph lists 1,155 fee-only financial advisors who work with high earners at 578 firms, most in Austin, Houston and Dallas. 52% hold the CFP certification. Of the 1150 with fees on file, 88% charge percentage of assets.

Advisors listed
1,155
Firms
578
Cities
449
Hold the CFP
52%
  • Other credentials: CFA 11% · CPA 3% · EA 3%
  • How they charge (of 1150 with fees on file): percentage of assets 88% · fixed fees 43% · hourly 38% · ongoing planning fee 20%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors who work with high earners

Fee-only advisors who work with high earners: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Annette Di Bello Member Di Bello Financial Mission Viejo CFP, CPA, PFS™ Percentage of assets
Anthony Syracuse Dynamic Financial Planning is a fee-only, fiduciary financial planning firm in Scottsdale, AZ specializing in equity compensation and financial planning for tech professionals and high earners in their 30s and 40s. Dynamic Financial Planning, LLC Scottsdale CFP One-time planning fee, Hourly
Chris Musick Personal CFO for faith-driven founders earning $300k+, helping you steward income, taxes, and wealth beyond the business. Purpose Financial Planning Fayetteville CFP, CKA Flat fee or retainer, Percentage of assets
Cody Murray Fee only fiduciary financial planning firm working with business owners. Stillwater Financial Stillwater CFP, MBA Flat fee or retainer, Percentage of assets
Eric Johns We specialize in tax planning for those nearing retirement. Equilibrium Financial Planning LLC Kenner CFP, EA, MBA Percentage of assets, One-time planning fee
Eric Ross Modern wealth management integrating financial planning, tax planning, and investment management to help you live your best life. F2 Wealth Cincinnati CFP Percentage of assets, Flat fee or retainer
Evon Mendrin We help optometrists nationwide build thriving practices and lasting wealth through tailored financial planning and investment management. Optometry Wealth Advisors LLC Madera Certified Student Loan Professional, CFP Flat fee or retainer, Hourly
Garrett Chmiola Valeo is an independent, fee-only financial advisory firm offering objective, independent guidance for one transparent fee Valeo Financial Advisors Chicago CFP, CPA Flat fee or retainer, Percentage of assets
Jane Mepham Financial Planning For Foreign-Born Families & US Expats Elgon Financial Advisors Austin CFP, MSC Percentage of assets, One-time planning fee
Justin May Tax-focused wealth management for executives & founders Old Peak Finance Chapel Hill CFP, MBA Flat fee or retainer, Percentage of assets
Kevin Estes Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives. Scaled Finance, LLC Bellevue CFP, MBA Hourly
Michal Skowronski Comprehensive Wealth Planning for High-Income Professionals and Retirees Skylark Wealth, LLC San Francisco CFP Percentage of assets, Flat fee or retainer
Robert Jeter Modern Tax & Retirement Expertise Back Bay Financial Planning & Investments Bethany Beach CFP, CRPC Percentage of assets, Flat fee or retainer
Aaron Hatch Woven Capital Redding CFP Percentage of assets, One-time planning fee
Aditi Kapadia Wealth IQ Springfield CFA, CFP, MBA Percentage of assets, One-time planning fee
Andrew Ish Prepared Financial Planning LLC Milwaukee CFP, CFA, CPA Percentage of assets, Ongoing planning fee
Bryan Gum Lighthouse Planning Merriam CFP, RLP Percentage of assets, Flat fee or retainer
Chad Holmes Flat fee - fee only - fiduciary - Life Audit Creator Formula Wealth Fairhope CFP, CPA Flat fee or retainer, One-time planning fee
Chris Diodato WELLth is a flat fee, fiduciary financial planner located in Palm Beach Gardens, Florida and serving clients nationally WELLth Financial Planning Palm Beach Gardens CFP, CFA Flat fee or retainer
Chris Haigh Iconoclastic Capital Management LLC Brooklyn CFP, ChFC, RICP Percentage of assets, Ongoing planning fee
Curtis Pope Pope Wealth Planning New York CFP One-time planning fee, Ongoing planning fee
David Lyon Lyon Wealth Advisory San Deigo CFP, EA, CRPC Flat fee or retainer, Ongoing planning fee
Didi Chen Everleap Financial Planning Newcastle CFP, CFA Flat fee or retainer, Ongoing planning fee
Dominic Corabi Wedmont Private Capital West Chester CFP, MBA Flat fee or retainer, Ongoing planning fee
Emily Rassam Archer Investment Management Austin AIFA, CDAA, CFP, CRPS Percentage of assets
Francisco Ayala The Coleridge Group Phoenix CFA, CFP, MBA Flat fee or retainer, Ongoing planning fee
Gabriel Kaplan Wealth Habits White Plains CFP, CPA, MBA Percentage of assets, Ongoing planning fee
Gene Thompson Iconoclastic Capital Management Brooklyn CFP, ChFC, RICP, Certified Student Loan Professional Percentage of assets, Ongoing planning fee
Glen Monroe Monroe Wealth Management San Francisco CFP Percentage of assets, Ongoing planning fee
Hazel Secco Align Financial Solutions Hoboken CDFA, CFP Ongoing planning fee
Jaime Ruff HB Wealth Nashville CFP, CPA/PFS, MBA, CFDS Percentage of assets, Flat fee or retainer
Jake Northrup Experience Your Wealth, LLC Providence Certified Student Loan Professional, CFA, CFP Flat fee or retainer, Ongoing planning fee
Jared Paul Capable Wealth Albany CFP, CIMA Percentage of assets, Hourly
Jim Pan Panorama Financial Planning Vancouver CFP, MFA-P Flat fee or retainer, Ongoing planning fee
Jirayr Kembikian Citrine Capital San Francisco CFP Ongoing planning fee
Joe Ward Refined Wealth Houston CFP, RICP, TPCP Percentage of assets, One-time planning fee
Jordan Banning Crafted Financial Planning Glendale CFP Percentage of assets, Ongoing planning fee
Jordan DeBoer Calibration Financial Milaca AWMA, CFP Flat fee or retainer, Ongoing planning fee
Kathryn Kubiak-Rizzone About Time Financial Planning Rochester CFP Flat fee or retainer, Ongoing planning fee
Kiersten Peshek Citrine Capital Columbus CFP Ongoing planning fee
Linda Rogers Planning Within Reach Virginia Beach CFP, EA, MSBA Percentage of assets, One-time planning fee
Lindsey Young Quiet Wealth LLC Baltimore CFP, MBA, TPCP, EA Flat fee or retainer, Ongoing planning fee
Malissa Marshall Soaring Wealth LLC Bristol CFP, EA Percentage of assets, Ongoing planning fee
Mark Stancato VIP Wealth Advisors Decatur CFP, EA Flat fee or retainer, Ongoing planning fee
Mike Morton Morton Financial Advice Harvard CFP, ChFC, RLP Flat fee or retainer, Hourly
Nate Willardson Currents Wealth Strategies Chandler CFP Percentage of assets, Flat fee or retainer
Nick Foy Greenway Wealth Advisors, LLC Charlotte CFP Percentage of assets, Ongoing planning fee
Paulo Lopes Woodmont Financial Partners LLC Mesa CFP, JD Flat fee or retainer, Hourly
Phil Orwig Fair Asset Management, LLC Dallas CFP, CPWA, ChFC, RICP Flat fee or retainer, Ongoing planning fee
Rachael Levine Peltoma Capital Partners Austin CFP Flat fee or retainer, Percentage of assets

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Related lists

Specialties that serve high earners